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United Parcel Service

2,003 hedge funds and large institutions have $104B invested in United Parcel Service in 2021 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 766 increasing their positions, 818 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,003
Holders Change
+47
Holders Change %
+2.4%
% of All Funds
34.97%
Holding in Top 10
93
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+36.76%
% of All Funds
1.62%
New
184
Increased
766
Reduced
818
Closed
108
Calls
$3.05B
Puts
$2.6B
Net Calls
+$459M
Net Calls Change
-$80.7M
Name Holding Trade Value Shares
Change
Shares
Change %
VA
1226
Valmark Advisers
Ohio
$980K +$56K +269 +6%
HCP
1227
Holt Capital Partners
Texas
$978K -$12.5K -60 -1%
V
1228
VeraBank
Texas
$976K +$31.6K +152 +3%
OPA
1229
Old Port Advisors
Maine
$974K +$601K +2,843 +161%
VCWA
1230
Vanguard Capital Wealth Advisors
Colorado
$970K -$306K -1,473 -24%
RM
1231
Resource Management
Louisiana
$967K -$18.9K -91 -2%
P
1232
Pitcairn
Pennsylvania
$964K -$6.65K -32 -0.7%
TFA
1233
Teamwork Financial Advisors
Texas
$963K -$164K -788 -15%
ESBC
1234
E.S. Barr & Co
Kentucky
$963K -$1.04K -5 -0.1%
FNBOSM
1235
First National Bank of South Miami
Florida
$962K -$4.37K -21 -0.5%
GAM
1236
Grandview Asset Management
Pennsylvania
$961K +$165K +791 +21%
PWPS
1237
Pinnacle Wealth Planning Services
Ohio
$960K +$10.2K +49 +1%
LFAS
1238
Level Four Advisory Services
Texas
$958K -$101K -486 -10%
WPW
1239
Waldron Private Wealth
Pennsylvania
$956K +$8.94K +43 +0.9%
BW
1240
Bison Wealth
Georgia
$949K -$339K -1,633 -26%
IA
1241
IFG Advisory
Georgia
$949K -$38.1K -183 -4%
EWM
1242
Evermay Wealth Management
Virginia
$946K -$68.6K -330 -7%
CCIA
1243
Campbell & Co Investment Adviser
Maryland
$944K +$944K +4,541 New
LWM
1244
Lyell Wealth Management
California
$938K -$246K -1,185 -21%
MGWM
1245
Marks Group Wealth Management
Minnesota
$937K +$12.7K +61 +1%
EHWM
1246
Eads & Heald Wealth Management
Georgia
$935K -$177K -850 -16%
BPC
1247
Banque Pictet & Cie
Switzerland
$934K
HPC
1248
HM Payson & Co
Maine
$932K -$166K -799 -15%
NL
1249
NVWM LLC
Pennsylvania
$922K -$1.22M -5,856 -57%
Credit Agricole
1250
Credit Agricole
France
$921K +$642K +3,085 +230%